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  Name: Lifestyle Asset Management Inc.
  City: Friendswood
  State: TX
  Zip: 77546
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $169,287,000
  Total Value Change : $-10,567,000
  Securities Held Change : 7
   
All Securities Held : 104
  New Positions : 22
  Closed Positions : 15
  Increased Positions : 12
  Unchanged Positions : 4
  Decreased Positions : 66

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Holdings Found : 15     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DSEP)1 Year Chart         DSEP Ft Cboe Vest Us Equity Deep... 109 Closed $0.00 $0 0 0% -205,000 -5,622 0    N/A
   (TXN)1 Year Chart         TXN Texas Instruments Inc 115 Closed $195.02 $0 0 0% -213,000 -1,247 0    Semiconductor- Broad...
   (DAR)1 Year Chart         DAR Darling International Inc 108 Closed $43.43 $0 0 0% -864,000 -17,343 0    Cleaning Products
   (TGLS)1 Year Chart         TGLS Tecnoglass Inc 114 Closed $54.83 $0 0 0% -222,000 -4,854 0    N/A
   (SO)1 Year Chart         SO Southern Co 107 Closed $79.54 $0 0 0% -221,000 -3,151 0    Electric Utilities
   (TH)1 Year Chart         TH Target Hospitality Corp 113 Closed $11.41 $0 0 0% -107,000 -11,027 0    N/A
   (GOCT)1 Year Chart         GOCT Ft Vest Us Equity Moderate ... 119 Closed $0.00 $0 0 0% -17,237,000 -532,835 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 106 Closed $167.64 $0 0 0% -203,000 -1,384 0    Cleaning Products
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 112 Closed $94.33 $0 0 0% -212,000 -2,353 0    Semiconductor - Speci...
   (DAUG)1 Year Chart         DAUG Ft Cboe Vest Us Equity Deep... 118 Closed $0.00 $0 0 0% -204,000 -5,757 0    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 105 Closed $317.85 $0 0 0% -1,214,000 -4,116 0    Networking & Communic...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 111 Closed $334.95 $0 0 0% -224,000 -439 0    Textile - Apparel Clo...
   (FMB)1 Year Chart         FMB First Trust Managed Municipal 117 Closed $0.00 $0 0 0% -1,477,000 -28,586 0    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp 110 Closed $912.07 $0 0 0% -1,408,000 -1,798 0    Semiconductor Equipme...
   (UPS)1 Year Chart         UPS United Parcel Service Inc 116 Closed $149.24 $0 0 0% -202,000 -1,284 0    AirDelivery & Freight...
      15 Records Found
  1    
Page 1 of 1
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